PI Cases, Care Plans & Packages

Chiropractic personal injury software has to keep case balances, care plans and prepaid visits straight. The PatientCopilot EHR tracks personal injury cases with lien accounts kept off the patient balance, tapering care plans with progress measured against the plan, and prepaid packages tracked on the ledger. It is part of the Autopilot plan.

Personal injury case tracking

A personal injury patient is not the same as a regular insurance patient. Charges may be held against a case and paid later, often under a lien. In the EHR, personal injury cases have their own lien accounts, kept off the patient's regular balance. That means a statement for ordinary charges does not accidentally include the case.

• Cases tracked for each injured patient
• Lien accounts separate from the patient balance
• A clear record of what is owed on the case

Care plans

A care plan lays out the visits you recommend. A tapering plan starts with frequent visits and steps down over time. The EHR measures progress against the plan, so you can see whether a patient is on track.

Packages and prepay

Some patients prepay for a set of visits. Prepaid packages are tracked on the ledger, so staff can see what was bought and what remains. This helps avoid confusion at checkout.

Attorney communication

Personal injury work often involves attorneys who ask for records and balances. Keep your communications consistent and use the case record to find the facts. Share only what you are authorized to share, and follow your own policies on release of information.

How it works

1. Create the personal injury case and its lien account.
2. Set up the care plan and the visit schedule.
3. Document and code each visit as usual.
4. Track charges against the case, not the patient's regular balance.
5. Track prepaid packages on the ledger and review progress against the plan.

Keeping records straight

Personal injury accounting is easy to get wrong when everything shares one balance. Separate accounts, clear notes and regular review help. Run the ledger and the case list against each other on a schedule.

Rules about liens and personal injury billing vary by state. Confirm your approach with your own advisor. This page describes tools, not legal advice.

The PatientCopilot EHR is under development. This page describes what it is designed to do, and it is not ONC certified.

Strong case management depends on good records. Open the case when the patient first reports an injury, and keep the dates, attorney contact and case status up to date. Document each visit thoroughly, since these records may be reviewed later. Review active cases weekly so none are forgotten, and note when a case settles so the lien account can be closed out. For care plans, explain the plan to the patient in plain language and reassess at set intervals. For packages, state what is included and when it expires, in writing. Separate accounts and clear notes protect both the patient and the practice.